Strategic Financial Services
Strategic Financial Services provides comprehensive financial planning, wealth management, retirement strategies, and estate planning services in Norwell, MA and Westerly, RI.
About
Strategic Financial Services, located in Norwell, MA and Westerly, RI, is led by Regina Quirk (President & Owner) and Mike Quirk (Owner & CFO). The firm provides tailored financial planning, wealth management, retirement strategies, and estate planning services to guide clients through various life stages and ensure a secure financial future.
Services
Financial Planning
Identify goals, gather information, analyze information, propose solutions, implement the plan, and monitor the plan.
Wealth Management
Portfolio design, asset allocation, portfolio implementation, and ongoing portfolio monitoring.
Retirement Strategies
Wealth accumulation, income projections, distribution strategies, IRAs, Roth IRAs, 401(k)s.
Estate Planning Review
Family wealth transition, wills, trusts, beneficiary review, healthcare proxies, POAs.
